All-star value investor Donald Yacktman, portfolio manager of Yacktman Asset Mgmt., was on CNBC, and described how he’s hunting for value in this market. He is someone worth listening to, his fund has produced returns of 10.23% per annum over the past 15 years, versus 6.60% for the S&P500. He is also seldom on TV and it is interesting to hear his thoughts when he speaks.
The ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More